Remote Client Success & Insurance Advisor

The Spencer Financial Group; United States; Remote; USD 38,000 - 58,000; Full time

Benefits offered by this job

Unlimited earnings potential

Flexible schedule

World-class training

Job summary

A financial services company is hiring for the position of Recruitment Coordinator. This role is 100% remote and ideal for self-motivated individuals. You will connect with warm leads, educate clients on financial protection, and customize solutions. The company offers extensive training, a performance-based income structure with uncapped commissions, and a supportive team environment. Ideal candidates include those from diverse backgrounds seeking a career change or side income.

Qualifications

• Must be able to obtain a Life/Health Insurance License.
• Comfortable using Zoom and CRM platforms.
• Must have reliable Wi-Fi and a quiet workspace.

Responsibilities

• Connect with warm leads via phone and Zoom.
• Educate clients on financial protection options.
• Track and manage your pipeline through CRM.

Skills

Strong communicators

Self-motivated

Coachable

Proactive

Customer service experience

Tools

Zoom

CRM platforms

Job description

A financial services company is hiring for the position of Recruitment Coordinator. This role is 100% remote and ideal for self-motivated individuals. You will connect with warm leads, educate clients on financial protection, and customize solutions. The company offers extensive training, a performance-based income structure with uncapped commissions, and a supportive team environment. Ideal candidates include those from diverse backgrounds seeking a career change or side income.